RWIA
Roger Wittlin Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
9,004
+103
| +1% | +$11.3K | 0.55% | 26 |
|
|
2025
Q1 | $967K | Sell |
8,901
-1,026
| -10% | -$112K | 0.57% | 25 |
|
|
2024
Q4 | $1.06M | Sell |
9,927
-855
| -8% | -$91.4K | 0.59% | 23 |
|
|
2024
Q3 | $1.22M | Sell |
10,782
-434
| -4% | -$49K | 0.7% | 24 |
|
|
2024
Q2 | $1.2M | Sell |
11,216
-6,849
| -38% | -$734K | 0.77% | 24 |
|
|
2024
Q1 | $1.97M | Sell |
18,065
-1,902
| -10% | -$207K | 1.38% | 18 |
|
|
2023
Q4 | $2.21M | Sell |
19,967
-1,014
| -5% | -$112K | 1.63% | 19 |
|
|
2023
Q3 | $2.14M | Buy |
20,981
+447
| +2% | +$45.6K | 1.82% | 18 |
|
|
2023
Q2 | $2.22M | Buy |
20,534
+82
| +0.4% | +$8.87K | 1.8% | 17 |
|
|
2023
Q1 | $2.24M | Sell |
20,452
-3,779
| -16% | -$414K | 2% | 16 |
|
|
2022
Q4 | $2.55M | Buy |
+24,231
| New | +$2.55M | 2.55% | 15 |
|
|
2022
Q3 | – | Sell |
-3,105
| Closed | -$341K | – | 21 |
|
|
2022
Q2 | $341K | Buy |
+3,105
| New | +$341K | 0.34% | 28 |
|
|
2022
Q1 | – | Sell |
-5,065
| Closed | -$671K | – | 28 |
|
|
2021
Q4 | $671K | Buy |
+5,065
| New | +$671K | 0.53% | 18 |
|